Copper CRM vs. LeadSquared

If you need to track contract expiration dates of your clients or your prospects that you're trying to sell - Copper is your tool. If you want to track specific products, solutions, vendors, etc. Copper can do it. I use it to track many brands of IT products and services with the use of custom fields to track which prospects/clients have any number of these items. Rather than taking notes, I can select the product from a drop down list that I created VERY EASILY within Copper.

1. Very suitable for an omnichannel business, as it can capture both online and offline lead sources and allows for follow ups. 2. Very suitable for call centers as lead and call tracking can be done very easily using LeadSquared. 3. Not very suitable for on field sales. Even though the mobile app does facilitate portability, the overall experience does not come close to the desktop version which is not feasible for an on field sales representative to use.

• Allows for contacts to be synced and organized directly from Gmail.
• Gives a flexible style and customizable settings to match our company's specific needs.
• Does a great job of helping us keep track of projects. We easily created a customized "Status" field with several status options that help us update the many phases of our project.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Call history is recorded like dialed calls, connected calls, total talktime in a daily, weekly, monthly, yearly, and on a custom basis.
• The activity history of both customers, and employees are shown clearly, which help us a lot in understanding the interest of the customer, and their communication history with the organization.
• Daily attendance history and man-days management can be done.
• Sales performance and their values are mapped clearly.

• Window change: for mobile - when you tap on a card from a pipeline it takes you to the lead’s basic info. I wish it would immediately just open all activities so I can quick see notes
• I usually use Copper on the go. When you open the Copper app, it immediately opens a collab window. I wish it had some sort of easy dashboard….plus a notes area. I open Copper on mobile to quickly search for someone’s name or to take quick notes from a sales meeting

• LeadSquared is a little bit expensive compared to other slimmer products, so they need to think about it.
• Sometimes LeadSquared gets stuck when I use it to run a large campaign, I would like them to improve this.
• LeadSquared creates a problem in slow internet connections, so I guess this is also an improvement area for them.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It is good value for money

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It is an excellent value for money solution and is fulfilling all our needs quite efficiently. They keep working on the product and each month sees an update allowing for a bug free experience and faster incorporation of newer tools. I see no reason why I would not like to renew the subscription for this fabulous product.

Copper is simple to use and it's simple to figure out the additional functionality you may need or want to use. There are a lot of support articles and the support itself is great. But it's also fairly simple to figure out on your own. It integrates easily with Google Workspace as well.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Having talked about all other things in detail in my previous responses, this question I feel is redundant but then I will highlight the points again - Easy to Use - Flexible - Robust System - Ever-evolving - Support & Service - Integrations with third party tools & technologies - LMS - Data Management & Reports - Landing Page Options

There have been a few times when I contacted the "help desk" or "support team" and they just told me to watch a video or join a seminar to learn what I am looking to do. I would have expected someone to take a few minutes and literally walk me through the steps one by one until either I figured it out or accomplished the goal of my request.

Great to work with and also Easy to work with Do not just listen to the problem but provide upfront solutions Always available and are ready to support on holidays Considerate of user's knowledge and always ready to explain the smallest / dumbest doubt a user can ask Always available to help with the internal tasks as well like creating automations, drip creations etc

We selected Copper over these other CRMs mainly because of its ability to integrate with Google Workspace. Members of our team have used Salesforce in the past and found it to be a nightmare to work with/on. Candidly, Copper doesn't fill all of our needs so we supplement that with the use of Asana.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I looked closely at Infusionsoft. While the nurturing/decision tree tool of Infusionsoft was far more sophisticated, the many negative reviews of Infusionsoft lead me to look elsewhere. Leadsquared had very positive reviews and aggressive pricing. It has less features, but the features they have were the ones I wanted to focus on.

• Copper has simplified our CRM and makes it easy for the sales team to keep track of leads and opportunities.
• Copper has allowed us to save money as it is a fairly competitively priced platform.
• Copper has simplified our workflow, allowing us to work more efficiently and save time from tedious data entry.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Leads Management has become very easy.
• Automated Lead Nurturing helps reduce a lot of manual work.
• A lot of our time goes into creating custom reports. Making the reporting feature more flexible and robust will help in saving a lot of time and energy.